Taylor Financial Group’s Truist Financial TFC Stock Holding History

Taylor Financial Group’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	31,270 -1,618	-5%	-$80K	0.87%	29
2025 Q4	$1.62M	Sell	32,888 -250	-0.8%	-$11.5K	0.95%	25
2025 Q3	$1.52M	Sell	33,138 -200	-0.6%	-$9.02K	0.87%	27
2025 Q2	$1.43M	Buy	33,338 +2,630	+9%	+$103K	0.89%	28
2025 Q1	$1.26M	Buy	30,708 +200	+0.7%	+$8.91K	0.88%	27
2024 Q4	$1.32M	Hold	30,508	–	–	0.92%	28
2024 Q3	$1.3M	Hold	30,508	–	–	0.9%	27
2024 Q2	$1.19M	Sell	30,508 -94	-0.3%	-$3.55K	0.91%	28
2024 Q1	$1.19M	Sell	30,602 -1,196	-4%	-$43.8K	0.91%	29
2023 Q4	$1.17M	Buy	+31,798	New	+$998K	0.97%	25

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Taylor Financial Group's TFC Position: Q1 2026 in Review

Taylor Financial Group reduced its Truist Financial (TFC) stake by 4.9% in Q1 2026, selling an estimated $80K and leaving 31,270 shares worth $1.44M. The position accounts for 0.87% of the portfolio, ranked #29.

Taylor Financial Group first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Taylor Financial Group held 31,270 shares of Truist Financial worth $1.44M as of Q1 2026.
Taylor Financial Group sold 1,618 Truist Financial shares in Q1 2026, an estimated $80K.
Truist Financial made up 0.87% of Taylor Financial Group's portfolio in Q1 2026, its #29 holding.
Taylor Financial Group first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
Taylor Financial Group's Truist Financial position peaked at $1.62M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.